Login Login

Difference between revisions of "Importing an address book to EasyMail"

Your guide to pathway services

Jump to: navigation, search
 
(3 intermediate revisions by one user not shown)
Line 41: Line 41:
 
<ol start="9">
 
<ol start="9">
 
<li>Select the checkbox if the first row of your CSV file contains content.</li>
 
<li>Select the checkbox if the first row of your CSV file contains content.</li>
−
<li>Leave the delimiter and quote character fields can be left alone. Only edit these fields if you have customized your delimiters or quote characters.</li>
+
<li>The delimiter and quote character fields can be left alone. Only edit these fields if you have customized your delimiters or quote characters.</li>
 
<li>Specify how many columns are in use in your CSV file.</li>
 
<li>Specify how many columns are in use in your CSV file.</li>
 
<li>Click '''Next'''.</li>
 
<li>Click '''Next'''.</li>
Line 385: Line 385:
  
 
<ol start="9">
 
<ol start="9">
−
<li>Select the checkbox if the first row of your tab separated values file contains content.</li>
+
<li>Select the checkbox if the first row of your file contains content.</li>
−
<li>Click&nbsp;'''Next'''.</li>
+
<li>The delimiter and quote character fields can be left alone. Only edit these fields if you have customized your delimiters or quote characters.</li>
 +
<li>Specify how many columns are in use in your file.</li>
 +
<li>Click '''Next'''.</li>
 
</ol>
 
</ol>
  
  
  
−
[[File:EasyMail import pine-mulberry addressbook2.png]]
+
[[File:EasyMail import addressbook 2.png]]
  
  
−
<ol start="11">
+
<ol start="13">
−
<li>Select a field from the&nbsp;'''Imported Fields'''&nbsp;list.</li>
+
<li>Select a field from the '''Imported Fields''' list.</li>
−
<li>Select a matching field from the&nbsp;'''Available Fields'''&nbsp;list. (You don't need to find an exact match.)</li>
+
<li>Select a matching field from the '''Available Fields''' list. (You don't need to find an exact match.)</li>
−
<li>Click&nbsp;'''Add Pair'''.</li>
+
<li>Click '''Add Pair'''.</li>
−
<li>Repeat steps 11 to 13 as many times as required and then proceed to step 15.</li>
+
<li>Repeat steps 13 to 15 as many times as required and then proceed to step 17.</li>
 
</ol>
 
</ol>
  
  
  
−
[[File:EasyMail import pine-mulberry addressbook3.png]]
+
[[File:EasyMail import csv file 1.png]]
  
  
−
<ol start="15">
+
<ol start="17">
−
<li>''(Only perform if needed, otherwise proceed to step 16)''&nbsp;If you need to exclude a pair, select the items from the&nbsp;'''Matching Fields'''&nbsp;lists, and then click&nbsp;'''Remove Pair'''.&nbsp;</li>
+
<li>''(Only perform if needed, otherwise proceed to step 18)'' If you need to exclude a pair, select the items from the '''Matching Fields''' lists, and then click '''Remove Pair'''.&nbsp;</li>
 
</ol>
 
</ol>
  
  
  
−
[[File:EasyMail import pine-mulberry addressbook4.png]]
+
[[File:EasyMail import csv file 2.png]]
  
  
−
<ol start="16">
+
<ol start="18">
 
<li>Click '''Next'''.</li>
 
<li>Click '''Next'''.</li>
 
</ol>
 
</ol>
Line 421: Line 423:
  
  
−
Your file will be added to the address book.&nbsp;
+
The file will be added to your address book.&nbsp;

Latest revision as of 09:16, 18 April 2016

Address books can be imported into EasyMail. Multiple file formats are accepted.


Contents

Import a CSV file


To import a CSV address book file:


  1. Log in to EasyMail.
  2. Click the the Address Book tab.


EasyMail address book tab.png


  1. Click Import/Export.


EasyMail click import-export.png


  1. Select Comma separated values from the Select the format of the source file dropdown list. 
  2. Select the checkbox if you would like to overwrite an existing addressbook. IMPORTANT: this will delete all the entries in your current address book. 
  3. Select an address book from the Select the address book to import to dropdown list.
  4. Click Browse to select a file to import.
  5. Click Next.


EasyMail import addressbook 1.png


  1. Select the checkbox if the first row of your CSV file contains content.
  2. The delimiter and quote character fields can be left alone. Only edit these fields if you have customized your delimiters or quote characters.
  3. Specify how many columns are in use in your CSV file.
  4. Click Next.


EasyMail import addressbook 2.png


  1. Select a field from the Imported Fields list.
  2. Select a matching field from the Available Fields list. (You don't need to find an exact match.)
  3. Click Add Pair.
  4. Repeat steps 13 to 15 as many times as required and then proceed to step 17.


EasyMail import csv file 1.png


  1. (Only perform if needed, otherwise proceed to step 18) If you need to exclude a pair, select the items from the Matching Fields lists, and then click Remove Pair. 


EasyMail import csv file 2.png


  1. Click Next.


The file will be added to your address book. 


Import a Tab separated values file


To import a Tab separated values address book file:


  1. Log in to EasyMail.
  2. Click the the Address Book tab.


EasyMail address book tab.png


  1. Click Import/Export.


EasyMail click import-export.png


  1. Select Tab separated values from the Select the format of the source file dropdown list. 
  2. Select the checkbox if you would like to overwrite an existing addressbook. IMPORTANT: this will delete all the entries in your current address book. 
  3. Select an address book from the Select the address book to import to dropdown list.
  4. Click Browse to select a file to import.
  5. Click Next.


EasyMail import tab separated values.png


  1. Select the checkbox if the first row of your tab separated values file contains content.
  2. Click Next.


EasyMail import pine-mulberry addressbook2.png


  1. Select a field from the Imported Fields list.
  2. Select a matching field from the Available Fields list. (You don't need to find an exact match.)
  3. Click Add Pair.
  4. Repeat steps 11 to 13 as many times as required and then proceed to step 15.


EasyMail import pine-mulberry addressbook3.png


  1. (Only perform if needed, otherwise proceed to step 16) If you need to exclude a pair, select the items from the Matching Fields lists, and then click Remove Pair. 


EasyMail import pine-mulberry addressbook4.png


  1. Click Next.


Your file will be added to the address book. 


Import a vCard file


To import a vCard address book file:


  1. Log in to EasyMail.
  2. Click the the Address Book tab.


EasyMail address book tab.png


  1. Click Import/Export.


EasyMail click import-export.png


  1. Select vCard from the Select the format of the source file dropdown list. 
  2. Select the checkbox if you would like to overwrite an existing addressbook. IMPORTANT: this will delete all the entries in your current address book. 
  3. Select an address book from the Select the address book to import to dropdown list.
  4. Click Browse to select a file to import.
  5. Click Next.


EasyMail import vcard1.png


The file will be added to your address book. 


Import a Mulberry Address Book file


To import a Mulberry Address Book file:

  1. Log in to EasyMail.
  2. Click the the Address Book tab.


EasyMail address book tab.png


  1. Click Import/Export.


EasyMail click import-export.png


  1. Select Mulberry Address Book  from the Select the format of the source file dropdown list. 
  2. Select the checkbox if you would like to overwrite an existing addressbook. IMPORTANT: this will delete all the entries in your current address book. 
  3. Select an address book from the Select the address book to import to dropdown list.
  4. Click Browse to select a file to import.
  5. Click Next.


EasyMail import mulberry 1.png


  1. Select the checkbox if the first row of your tab separated values file contains content.
  2. Click Next.


EasyMail import pine-mulberry addressbook2.png


  1. Select a field from the Imported Fields list.
  2. Select a matching field from the Available Fields list. (You don't need to find an exact match.)
  3. Click Add Pair.
  4. Repeat steps 11 to 13 as many times as required and then proceed to step 15.


EasyMail import pine-mulberry addressbook3.png


  1. (Only perform if needed, otherwise proceed to step 16) If you need to exclude a pair, select the items from the Matching Fields lists, and then click Remove Pair. 


EasyMail import pine-mulberry addressbook4.png


  1. Click Next.


Your file will be added to the address book. 


Import a Pine Address Book file


To import a Pine Address Book file:

  1. Log in to EasyMail.
  2. Click the the Address Book tab.


EasyMail address book tab.png


  1. Click Import/Export.


EasyMail click import-export.png


  1. Select Pine Address Book  from the Select the format of the source file dropdown list. 
  2. Select the checkbox if you would like to overwrite an existing addressbook. IMPORTANT: this will delete all the entries in your current address book. 
  3. Select an address book from the Select the address book to import to dropdown list.
  4. Click Browse to select a file to import.
  5. Click Next.


EasyMail import pine-mulberry addressbook1.png


  1. Select the checkbox if the first row of your tab separated values file contains content.
  2. Click Next.


EasyMail import pine-mulberry addressbook2.png


  1. Select a field from the Imported Fields list.
  2. Select a matching field from the Available Fields list. (You don't need to find an exact match.)
  3. Click Add Pair.
  4. Repeat steps 11 to 13 as many times as required and then proceed to step 15.


EasyMail import pine-mulberry addressbook3.png


  1. (Only perform if needed, otherwise proceed to step 16) If you need to exclude a pair, select the items from the Matching Fields lists, and then click Remove Pair. 


EasyMail import pine-mulberry addressbook4.png


  1. Click Next.


Your file will be added to the address book. 


Import a LDIF Address Book file


To import a LDIF Address Book file:

  1. Log in to EasyMail.
  2. Click the the Address Book tab.


EasyMail address book tab.png


  1. Click Import/Export.


EasyMail click import-export.png


  1. Select LDIF Address Book  from the Select the format of the source file dropdown list. 
  2. Select the checkbox if you would like to overwrite an existing addressbook. IMPORTANT: this will delete all the entries in your current address book. 
  3. Select an address book from the Select the address book to import to dropdown list.
  4. Click Browse to select a file to import.
  5. Click Next.


EasyMail import LDIF 1.png


  1. Select the checkbox if the first row of your file contains content.
  2. The delimiter and quote character fields can be left alone. Only edit these fields if you have customized your delimiters or quote characters.
  3. Specify how many columns are in use in your file.
  4. Click Next.


EasyMail import addressbook 2.png


  1. Select a field from the Imported Fields list.
  2. Select a matching field from the Available Fields list. (You don't need to find an exact match.)
  3. Click Add Pair.
  4. Repeat steps 13 to 15 as many times as required and then proceed to step 17.


EasyMail import csv file 1.png


  1. (Only perform if needed, otherwise proceed to step 18) If you need to exclude a pair, select the items from the Matching Fields lists, and then click Remove Pair. 


EasyMail import csv file 2.png


  1. Click Next.


The file will be added to your address book. 

Retrieved from "https://docs.pathcom.com/mediawiki/index.php?title=Importing_an_address_book_to_EasyMail&oldid=33348"